|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Secure Investment Management LLC
✚
|
|
|---|---|
| CRD # | 141195 |
| SEC # | 801-80752 |
| CIK # | |
| AUM | $38.3 M (2025-06-16) |
| Employees | 12 (100% Investors, 0% Brokers) |
| Phone | 520-333-4719 |
| Address | 3067 W Ina Road Tucson, AZ 85741 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 823 | 37.1 |
| (b) Individuals (high net worth individuals) | 2 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 825 | 38.3 |
| By Discretionary | ||
| Discretionary | 825 | 38.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 825 | 38.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 38.3 | |
| Total | 825 | 38.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trowbridge Capital Partners LLC
✚
|
0.0 | |
|
Arrival Capital Management LLC
✚
|
NY | 0.0 |
|
Rosci Lamb LLC
✚
|
NY | 0.0 |
|
FG Advisory Services LLC
✚
|
0.0 | |
|
Bill Losey Retirement Solutions LLC
✚
|
0.0 | |
|
O'Brien Capital Management Inc
✚
|
NY | 0.0 |
|
Qapital Invest LLC
✚
|
NY | 0.0 |
|
Four Points Advisors LLC
✚
|
NY | 0.0 |
|
Sabbia Faro Wealth Management LLC
✚
|
0.0 | |
|
Pushkin Advisory Group LLC
✚
|
FL | 0.0 |